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Leo Wealth, LLC: BMY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on BMY, newest first. How the timeline and the estimate are built.

Leo Wealth, LLC held 65,938 BMY shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 65,938 shares
    Change vs previous 13F +13,804 shares

    0.29% of the 13F portfolio, value $3,999,128.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 52,134 shares
    Change vs previous 13F +14,033 shares

    0.2% of the 13F portfolio, value $2,812,112.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 38,101 shares
    Change vs previous 13F -7,131 shares

    0.22% of the 13F portfolio, value $1,718,346.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 45,232 shares
    Change vs previous 13F +38,286 shares

    0.16% of the 13F portfolio, value $2,093,767.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 6,946 shares
    Change vs previous 13F -8,019 shares

    0.06% of the 13F portfolio, value $423,628.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 14,965 shares
    Change vs previous 13F +5,085 shares

    0.08% of the 13F portfolio, value $846,421.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 9,880 shares
    Change vs previous 13F -861 shares

    0.05% of the 13F portfolio, value $511,176.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 10,741 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $445,066.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).